BDO Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BDO Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$144K	Buy	5,949 +249	+4%	+$5.95K	0.02%	296
2023 Q1	$139K	Buy	5,700 +3	+0.1%	+$75	0.02%	282
2022 Q4	$143K	Buy	5,697 +39	+0.7%	+$963	0.02%	290
2022 Q3	$125K	Sell	5,658 -96	-2%	-$2.33K	0.02%	305
2022 Q2	$137K	Buy	5,754 +39	+0.7%	+$992	0.02%	293
2022 Q1	$150K	Buy	5,715 +27	+0.5%	+$707	0.02%	298
2021 Q4	$153K	Buy	5,688 +948	+20%	+$24.6K	0.02%	304
2021 Q3	$117K	Sell	4,740 -246	-5%	-$6.25K	0.01%	341
2021 Q2	$126K	Buy	4,986 +1,272	+34%	+$32.1K	0.01%	347
2021 Q1	$90K	Buy	+3,714	New	+$84.5K	0.01%	371
2019 Q1	–	Sell	-2,868	Closed	-$45K	–	658
2018 Q4	$45K	Sell	2,868 -564	-16%	-$9.4K	0.02%	273
2018 Q3	$61K	Hold	3,432	–	–	0.02%	265
2018 Q2	$56K	Buy	+3,432	New	+$56.5K	0.02%	282
2018 Q1	–	Sell	-474	Closed	-$8K	–	609
2017 Q4	$8K	Buy	+474	New	+$7.79K	﹤0.01%	353

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's SCHD Position: Q2 2023 in Review

BDO Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q2 2023, buying an estimated $5.95K and bringing the position to 5,949 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #296.

BDO Wealth Advisors first reported a position in SCHD in Q4 2017 and has held it in 14 quarters since. The position peaked at $153K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

BDO Wealth Advisors held 5,949 shares of Schwab US Dividend Equity ETF worth $144K as of Q2 2023.
BDO Wealth Advisors bought 249 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $5.95K.
Schwab US Dividend Equity ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #296 holding.
BDO Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 14 quarters since.
BDO Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $153K in Q4 2021.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.